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Gabriel Shea Mercer

Investment adviser representative at Smith & Wyatt
11 yearsExperience
1 stateRegistered in
$207.5MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Smith & WyattDec 2025 to now
  2. L & W Financial LLCAug 2025 to now
  3. Woodrow & High LLCNov 2024 to now
  4. Dugan & Brown LLCJul 2024 to now
  5. StudentAug 2023 to Aug 2024
  6. UnemployedApr 2021 to Aug 2023
  7. The CrestJun 2020 to Apr 2021
  8. CondadoAug 2018 to Jun 2020
  9. StudentMay 2015 to May 2018
  10. Masseys PizzaApr 2015 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (OH).

Smith & Wyatt

Legal name: L & W Financial, LLC

$207.5MAssets managed
724Clients
8Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8192190
Firm CRD
285310
Advisor's SEC record (opens in a new tab)
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